Frequently Asked
Questions
Find Solutions to Common Issues Related to notification-tools - email configuration
I am unable to send emails from Bizzy to customers. How can I resolve this issue?
If you are not able to send email from BUSY please check email configration properly. Please follow below mention steps for check email configration:-
Step 1:- Administration Tab
Step 2:- Configration
Step 3:- Email Configration, check SMTP server details and id and generate password for BUSY app from google settings then securities set generate password and enter in BUSY.
How do I configure the accounting software to send automated emails to clients?
For sending automatic email after saving invoice please follow below mention steps:-
Step 1:- Administration Tab
Step 2:- Voucher series configration
Step 3:- Sales, select series of voucher and then click on right side voucher series configration option
Step 4:- enable option Send email after saving.
After enable option when save bill ask for send email option
What changed in the new version that stopped automatic emailing of PDF invoices?
No changes has been implemented in BUSY regarding E-mail with invoice as PDF attachement. Please check the following step to share invoice in attachement with e-mail:
Step 1: Open company in BUSY
Step 2: Go to Administration tab and click configuration option
Step 3: Click on E-mail Configuration
Step 4: Select PDF Attachement option in send report as section
Step 5: Save the configuration
How to change email id mention in BUSY for sending invoice and reports from BUSY as not able to access that mail id
For changing the mail id in BUSY need to follow these steps.
Step:1 Go to administraiton.
Step:2 Select Configuration from it.
Step:3 Then select email configuration.
Step:4 Can change email id.
Step:5 Need to generate app password for new mail id from the security option in the manage my google account settings.
Why is the email not going through when I send account ledger, but SMS is going through properly?
If email is not sending through BUSY , follow the steps below:
Step 1: Go to adminidtration then configuration
Step 2: Select email configuration
Step 3: Click on test account setting
Step 4: Check all configuration
Step 5: If error 114 showed for wrong password
Step 6: Create app password from gmail id account setting and replace with the old one
The email option seems to be missing in BUSY. How can I enable sending invoices via email?
For sending mail after saving invoice please follow below mention steps:-
Step 1:- Administration Tab
Step 2:- Voucher series configration
Step 3:- Sales, select series of voucher and then click on right side voucher series configration option
Step 4:- enable option Send email after saving.
After enable option when save bill ask for send email option
I want to connect a new email account to BUSY. What is the process?
For changing the mail id in BUSY need to follow these steps.
Step:1 Go to administraiton.
Step:2 Select Configuration from it.
Step:3 Then select email configuration.
Step:4 Can change email id.
Step:5 Need to generate app password for new mail id from the security option in the manage my google account settings.
How do I change the email SMTP settings for auto mailing in BUSY?
To change the email SMTP settings in BUSY to send email from it, you can follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Email Configuration and can change the SMTP server and other necessary details such as username, password, port, etc and save changes.
Note: Take backup of your data before making any changes.
My emails lack the header and footer. How can I include them?
To include headers and footers in your emails sent from BUSY, you will typically need to configure email templates or settings within the software. Headers and footers are often part of the email template design and can include information such as your company's logo, contact details, and disclaimers. Here are the general steps to include headers and footers:
How do I configure SMS and email notifications when saving a voucher?
To configure SMS and email notifications when saving a voucher, go to
Step 1 : CLick on administration
Step 2 : Then configuration
Step 3 : CLick voucher series configuration
Step 4 : Select the voucher series, and enable the option to send notifications to the business after saving. You can also configure prompt messages for SMS and email notifications.